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WNY Asset Management’s WEC Energy WEC Stock Holding History

WNY Asset Management’s Portfolio WEC Stock Details WEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1M Buy
+8,649
New +$972K 0.1% 100
2025
Q3 		$990K Buy
8,640
+4
+0% +$434 0.1% 97
2025
Q2 		$900K Buy
8,636
+5
+0.1% +$532 0.1% 93
2025
Q1 		$941K Buy
8,631
+4
+0% +$409 0.11% 94
2024
Q4 		$811K Buy
8,627
+4
+0% +$388 0.1% 98
2024
Q3 		$829K Buy
8,623
+116
+1% +$10.3K 0.1% 102
2024
Q2 		$667K Buy
8,507
+6
+0.1% +$487 0.09% 120
2024
Q1 		$698K Buy
8,501
+5
+0.1% +$402 0.11% 116
2023
Q4 		$715K Buy
8,496
+4
+0% +$329 0.12% 112
2023
Q3 		$684K Sell
8,492
-51
-0.6% -$4.43K 0.13% 101
2023
Q2 		$754K Sell
8,543
-886
-9% -$81.9K 0.16% 86
2023
Q1 		$894K Buy
9,429
+3
+0% +$278 0.21% 79
2022
Q4 		$884K Buy
9,426
+3
+0% +$277 0.24% 77
2022
Q3 		$842K Buy
9,423
+3
+0% +$306 0.31% 68
2022
Q2 		$948K Buy
9,420
+2
+0% +$203 0.32% 66
2022
Q1 		$940K Buy
9,418
+3
+0% +$283 0.29% 69
2021
Q4 		$913K Sell
9,415
-39
-0.4% -$3.56K 0.27% 69
2021
Q3 		$833K Buy
9,454
+53
+0.6% +$4.97K 0.29% 71
2021
Q2 		$836K Buy
9,401
+45
+0.5% +$4.24K 0.3% 66
2021
Q1 		$875K Buy
9,356
+3
+0% +$262 0.35% 56
2020
Q4 		$860K Buy
+9,353
New +$910K 0.43% 34

Other funds holding WEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WNY Asset Management's WEC Position: Q1 2026 in Review

WNY Asset Management opened a new position in WEC Energy (WEC) in Q1 2026: 8,649 shares worth $1M. The stake represents 0.1% of the portfolio and ranks #100 among its holdings. This is a return to the name: WNY Asset Management previously reported a position in WEC as recently as Q3 2025.

WNY Asset Management first reported a position in WEC in Q4 2020 and has held it in 21 quarters since. 1,372 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • WNY Asset Management held 8,649 shares of WEC Energy worth $1M as of Q1 2026.
  • WEC Energy was a new WNY Asset Management position in Q1 2026.
  • WEC Energy made up 0.1% of WNY Asset Management's portfolio in Q1 2026, its #100 holding.
  • WNY Asset Management first reported a position in WEC Energy in Q4 2020 and has held it in 21 quarters since.
  • 1,372 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on WNY Asset Management's 13F filing for Q1 2026, filed 22 May 2026.